Kerry Mittelholzer
Director – Private Client Group
Kerry has been a part of the Private Client Group at SCS for 12 years. She has more than 17 years of experience working closely with families to develop and implement investment and wealth planning strategies. As a Director she helps multi-generational families work toward their long-term goals by customizing investment strategies and identifying wealth management techniques, including estate, tax, and cash flow planning strategies. Prior to joining SCS Kerry worked for a boutique RIA firm outside of Boston managing client relationships. Kerry received a B.A. in English and Communications from Boston College.
